Differences

This shows you the differences between two versions of the page.

--- ug7-2 [2021/04/14 11:03] – Shelley Hunter
+++ ug7-2 [2021/04/14 12:10] (current) – Shelley Hunter
@@ Line 12: / Line 12: @@
   * Invoice Email - the email address the invoices are to be sent to
   * Their Ref Required on Invoices - tick if the client will only pay invoices if the their ref/PO number is on them, it will ensure that the invoice is not raised without the reference
 \\ \\
 Go to the Accounts menu and select Invoice Temp Timesheets or Batch Invoice Temp Timesheets. A form will appear showing all timesheets due for invoicing for a specified period.
@@ Line 30: / Line 29: @@
   * Negative Timesheets produce Credit Notes.
   * If using different currencies update the exchange rate before invoicing.
+\\
+From version 2.21.2 onwards when batch invoicing temp timesheets if a client record has been set to require a PO number or reference on an invoice there is a new column that shows whether the reference is there.  If timesheets without a reference are selected for invoicing they will be skipped and only those with references will be invoiced.  \\
+{{:batch_inv.png?400|}} \\
+Use the Missing Their Ref Button to open a new window which will allow you to view the timesheet, candidate and placement records as well as entering the reference.  Save and close the form you have added the reference on and refresh the underlying form, you will then be able to invoice the timesheets you have added the reference to. \\
+{{:batch_in_add_ref.png?400|}} \\
 === Sorting by Charge Amount and Contract ===